J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46641Q159. A total of 129 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,114,795 | -1.8% | 25,108 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,134,882 | -1.3% | 25,108 | 0.0% | 0.02% | -14.8% |
| Q1 2023 | $1,149,314 | +25.3% | 25,108 | +23.5% | 0.03% | +3.8% |
| Q4 2022 | $917,200 | +177.9% | 20,328 | +182.6% | 0.03% | +160.0% |
| Q2 2022 | $330,000 | -3.8% | 7,192 | +0.6% | 0.01% | +25.0% |
| Q1 2022 | $343,000 | – | 7,148 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 2,044,669 | $90,783,309 | 17.73% |
| TPG Financial Advisors, LLC | 379,259 | $16,839,116 | 8.70% |
| Fortress Wealth Management, Inc. | 229,792 | $10,202,749 | 6.60% |
| Family Asset Management, LLC | 195,194 | $8,666,611 | 6.39% |
| Capital Advisors Wealth Management, LLC | 456,566 | $20,271,541 | 5.29% |
| Syntegra Private Wealth Group, LLC | 726,515 | $32,257,259 | 5.07% |
| Gallacher Capital Management LLC | 162,467 | $7,213,513 | 4.50% |
| Diversified, LLC | 371,979 | $16,515,881 | 4.28% |
| Lionsbridge Wealth Management LLC | 73,574 | $3,266,686 | 3.10% |
| Paladin Advisory Group, LLC | 74,417 | $3,304,115 | 2.78% |